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Orange County Feb Meeting
Wright Ford Young & Co., CPAs and Consultants
16140 Sand Canyon Avenue
Irvine, CA 92618
USA
Wednesday, February 19, 2020, 11:30 AM - 1:15 PM PST
Category: Orange County

Join BP Orange County for a pertinent discussion on updates and outlook of the financial market in 2020. BP Members Jeffrey Stern and Laine Ainsworth, both of whom are professional wealth management and investment advisors, will review notable events of financial markets both in the US and internationally in 2019. They will also provide a look at the likely global themes that will be important in the economy and marketplace in 2020. This is a meeting you won’t want to miss!

About the Speakers

Jeff Stern is a Banker in the Orange County office of J.P. Morgan’s Private Bank. He is responsible for advising clients on a range of personal wealth management matters including portfolio construction, asset allocation, credit solutions, retirement planning, charitable giving, and banking services. Prior to joining J.P. Morgan, Jeff worked for Pacific Investment Management Company in New York and Newport Beach where he advised regional banks and leading insurance companies on investment solutions. Jeff received his B.A. in Economics from the University of California Los Angeles and an MBA from the UCLA Anderson School of Management where he served as Director of Private Wealth Management. He holds series 7, 63, and 65 certifications.

Laine Ainsworth holds the Certified Financial Planner™ (CFP®) certification and has been an investment professional for over 25 years. Prior to joining Beacon Pointe Wealth Advisors, Laine was a Founding Principal of Wealth Management Network, LLC. Laine is a member of the Dean’s Leadership Circle for the University of California at Irvine Paul Merage School of Business and is a Founding Executive Committee Member of the Center for Investment and Wealth Management at UC Irvine.  He is presently a member of the Chartered Financial Analysts Society of Orange County and has served on the Board of Directors of CASA Orange County.  A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles. 

Cost: $15

RSVP Now!

Contact: Robert T. Lemen | [email protected]